Financial Connection, Inc.

Beware A Banker Bearing Gifts...

Beware A Banker Bearing Gifts… The other day, I got a glossy advertisement in the mail.  It was from a local bank that was offering me a “Premier Relationship.”  If I deposited $500K or more into a Premier Checking Acc…

https://getfinancialinsight.com/2022/10/04/esg-investing/

ESG Investing ESG investing is a popular theme today.  It involves allocating investment capital to companies that operate on policies of Environmental, Social & Governance (ESG) principals fitting prog…

https://getfinancialinsight.com/2022/09/19/pennies-on-the-dollar/

Pennies On The Dollar In a capitalist economy, recessions are a good thing.  Just like in nature, the weak put a drag on the strong.  Well capitalized businesses can benefit from a recession.  It is their…

https://getfinancialinsight.com/2021/12/07/the-clock-is-ticking-on-year-end-tax-planning/

The Clock Is Ticking On Year End Tax Planning It appears as I write this that any modifications to our tax laws and system will not be enacted nor take effect until 2022.  Additionally, there is very little likelihood that any tax rates w…

https://getfinancialinsight.com/2021/11/04/is-your-car-lease-coming-to-an-end/

Is Your Car Lease Coming To An End? If your car lease is expiring in the coming months, it MAY have a buyout purchase option. This means you have an option to buy the car at a previously set price. This price was set based upon the…